+568.9%
KGC vs WEC
+186.5%
+382.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.7% |
| 7D | +8.0% | +1.4% | +6.6% | +7.5% |
| 30D | -9.3% | +12.8% | -22.1% | -13.7% |
| 3M | -21.3% | +11.2% | -32.5% | -24.8% |
| 6M | -31.5% | +6.6% | -38.1% | -33.6% |
| YTD | -23.2% | +13.8% | -37.1% | -27.7% |
| 1Y | -15.0% | +7.6% | -22.7% | -18.1% |
| 3Y | +328.7% | +62.2% | +266.5% | +245.4% |
| 5Y | +262.9% | +52.0% | +210.9% | +199.9% |
| 10Y | +568.9% | +189.4% | +379.5% | +277.9% |
| All | +568.9% | +186.5% | +382.4% | +277.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling